Add companies
Learn how to add companies to your organization via the web app.
- The Companies feature is currently in Early Access. If you're interested, go to the web app , select Companies from your organization name on the lower-left corner, and click Get Early Access. Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.
What are company profiles?
What you'll need
- Any eAuditor Plan
- Web app
- “Companies: Manage” permission
- Full seat
Edit a company profile
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Edit profile on the upper right-hand side of the page.
4. Update the company details accordingly.
5. Click Save.
- If you have "Platform management: Users" permission, you can add existing or new users to a company.
Add a user to a company
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Users tab in the company profile.
5. Click Plus iconAdd users on the upper-right of the user list.
6. In the side panel, click the dropdown menu and select a user.
7. Click Done.
8. Click Save and apply.
- You can add users in your company and assign them as company managers or members.
Remove a user from a company
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click Users tab in the company profile.
5. Click More vertical icon on the right-hand side of the user’s row and select Delete iconRemove user from company.
View a company user’s activity
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Companies.
3. Select a company.
4. Click User activity tab in the company profile.
5. In this tab, you can view the relevant actions, issues, and inspections associated with each user.
